CUSTOMER ACCOUNT STATEMENTS & TRACKING

Hello folks,

I would appreciate some assistance on the following.

We run a 'Savings Club' for circa 50 customers. We use excel to track saving credits, purchase debits and running totals using a tab for each customer and a summary sheet to give an overview. See attached snip of a sample statement.

I would like to use Smartsheet for this activity.

I imported one of the statements and the running total formula in the 'ACCOUNT BALANCE' column came through as 'UNPARSEABLE'.

Can somebody advise on two fronts:

1. How to set up the sheet for 50 customers with a summary.

2. How to solve the running total formula.

Many thanks.

Regards,

Richie

ACCOUNT STATEMENT WITH RUNNING TOTAL FORMULA_0.JPG

Find more posts tagged with

Comments

ron.judenberg112096

Your Excel formula seems overly complicated

try =IFERROR(F2-D3+E3,"")

that should work in both Excel and Smartsheet

As for the summary report, add whatever metrics you want on each sheet in the Sheet Summary (make sure you copy the Sheet summary to all the customer sheets). Then create a Summary report using those metrics

Sign in to join the conversation!

Quick Links

Trending discussions

SUmmary in Report Widget
How can i create a Report widget that only shows a status with "red status" from my main data source? Do i need to create a separate data source on just my "red status"
Folder Level Sharing
Circling back to this….. Another year goes by and still no folder level sharing. Smartsheet developers don't listen to their clients. I have seen hundreds or posts and requests for this over the past 7-8 years. And still NOTHING!! This has been a huge issue for us as a company. As you can tell this is a sore spot for us…
Restore multiple cell changes from Snapshot
Today a team member accidentally changed several rows by either deleting the data or the row itself. Do I download a snapshot of each one to restore? Some of them didn't seem to be too helpful. What is the protocol for restoring this information? I've only done this before with the help of a representative and it was…